Jonathan B. Mansell
Jonathan has been with Capital Preservation Agency, LLC since 2007. Jonathan works with high net worth individuals for estate planning and trusts. He specializes in Long Term Disability and Needs Based Planning for individuals and business owners.
At Capital Preservation Services, our goal is to make sure our clients have adequate dollars to ensure a continued life style that you or family is accustomed to.
We help our clients plan for death,disability, and retirement. We provide value to our clients in whatever stage of life there in to accumulate wealth, pay as little in taxes as possible.Restructuring current plans ,and running to the Black Letter IRS codes not from them (Advanced Tax Planning) average savings $48,000 on state and Federal income taxes). If you’d like more advise than buy something or max out your 401k to reduce your tax liability I’d welcome a brief meeting.
“Anyone may so arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one’s taxes. Over and over again the courts have said that there is nothing so sinister in so arranging one’s affairs as to keep taxes as low as possible. Everybody does so, rich and poor; and all do right, for no body owes any public duty to pay more than the law demands.” Judge Learned Hand
Jonathan’s focus is to insure that his clients have adequate dollars to continue the life style to which they have grown accustomed.